Both AMRMX and FEQIX are mutual funds. AMRMX has a lower 5-year return than FEQIX (11.79% vs 12.24%). AMRMX has a higher expense ratio than FEQIX (0.59% vs 0.57%). Below is the comparison between AMRMX and FEQIX.
| AMRMX | FEQIX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Category | Large Value | Large Value |
| Family | American Funds | Fidelity Investments |
| Net Assets | $32.41B | $6.55B |
| Expense Ratio | 0.59% | 0.57% |
| Management Style | active | active |
| 30-Day Yield | 1.35% | 1.72% |
| Minimum Investment | $250 | $2,500 |
| YTD Return | 7.84% | 9.06% |
| 1-Year Return | 38.13% | 49.40% |
| 3-Year Return | 11.24% | 12.61% |
| 5-Year Return | 11.79% | 12.24% |
| 10-Year Return | 11.01% | 9.82% |
AMRMX
AMRMX description
The Fund seeks current income, growth of capital and conservation of principal. The Fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable in the United States and Canada.
AMRMX performance & returns
| YTD Return | 7.84% |
| 1-Month Return | 6.43% |
| 3-Month Return | 7.84% |
| 1-Year Return | 38.13% |
| 3-Year Return | 11.24% |
| 5-Year Return | 11.79% |
| 10-Year Return | 11.01% |
AMRMX holdings
Top 10 Holdings (24.69% of Total Assets)
AMRMX pros
None that we could think of.AMRMX cons
The following are AMRMX weaknesses from our perspective:
- AMRMX expense ratio is 0.59%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
- Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.250186805%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
Other relevant AMRMX comparisons
You may also want to check out the following AMRMX comparisons that investors often look for on Finny
- AMRMX vs DODGX
- AMRMX vs AWSHX
- AMRMX vs GSFTX
- AMRMX vs MADVX
- AMRMX vs PRFDX
- AMRMX vs NBPIX
- AMRMX vs SFLNX
- AMRMX vs DHLRX
- AMRMX vs FEQIX
- AMRMX vs DSEEX
FEQIX
FEQIX description
The Fund seeks reasonable income and will also consider the potential for capital appreciation. Under normal market conditions, the Fund invests at least 80% of its assets in equity securities and primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks.
FEQIX performance & returns
| YTD Return | 9.06% |
| 1-Month Return | 5.22% |
| 3-Month Return | 9.06% |
| 1-Year Return | 49.40% |
| 3-Year Return | 12.61% |
| 5-Year Return | 12.24% |
| 10-Year Return | 9.82% |
FEQIX holdings
Top 10 Holdings (28.92% of Total Assets)
FEQIX pros
The following are FEQIX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
FEQIX cons
The following are FEQIX weaknesses from our perspective:
- FEQIX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant FEQIX comparisons
You may also want to check out the following FEQIX comparisons that investors often look for on Finny
- FEQIX vs DODGX
- FEQIX vs AWSHX
- FEQIX vs AMRMX
- FEQIX vs GSFTX
- FEQIX vs MADVX
- FEQIX vs PRFDX
- FEQIX vs NBPIX
- FEQIX vs SFLNX
- FEQIX vs DHLRX
- FEQIX vs DSEEX